Sunnie joined CWS in 1997 and is responsible for the day-to-day operations of the broker dealer and advisor. Sunnie facilitates the processing of all investor communications and transactions. She holds her Series 63 and 22 security licenses and is a licensed California Notary Public. Sunnie grew up understanding the importance of family and building lasting relationships.
She knows what it means to truly connect with people and this is evident in each and every interaction where Sunnie is involved, making her a true asset to the Investor Relations team. Sunnie is a field advocate for the American Foundation for Suicide Prevention and is an active member of the Baseball Booster Club.